{"url":"https://nivawealth.com/firms/wcas-management-155695","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155695","regulatoryAum":14896139555,"crd":"155695","secFileNumber":"801-73309","legalName":"Wcas Management Corporation","displayName":"Wcas Management","website":"http://www.wcas.com","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"599 Lexington Avenue, Suite 1800","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":[],"registration":{"secApproved":"21 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":105,"advisory":45,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":14896139555,"discretionaryAccounts":20,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":14,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":20,"regulatoryAum":14896139555}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Wcas Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Michael Donovan","title":"Vice President","crd":"2762059"},{"name":"Brian Regan","title":"Vice President","crd":"3222440"},{"name":"Othon Prounis","title":"Acting Chief Compliance Officer & Acting General Counsel","crd":"8040524"},{"name":"Anthony Denicola","title":"Chairman","crd":"2091955"},{"name":"Dennis Mackesy","title":"Managing Partner","crd":"2263858"},{"name":"Jennifer Martin","title":"Treasurer","crd":"7717464"},{"name":"Jonathan Rather","title":"Shareholder","crd":"5880849"}],"ownership":[{"label":"Jonathan Rather","detail":"Shareholder in the 75% or more ownership band and a control person, since June 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"580 California Street","city":"San Francisco"}]},{"state":"New York","offices":1,"addresses":[{"street":"599 Lexington Avenue, Suite 1800","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-893-9500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":20},"sources":{"adv1FilingDate":"26 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155695/PDF/155695.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wcas Management have?","answer":"Wcas Management has 20 clients and manages $14.9 billion for them, as of May 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wcas Management offer?","answer":"Wcas Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Wcas Management have?","answer":"Wcas Management has 0 investment adviser representatives registered with state securities authorities, out of 105 employees, and 45 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wcas Management?","answer":"Wcas Management’s direct owner is Jonathan Rather (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wcas Management get paid?","answer":"Wcas Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}